Axis Conservative Hybrid Fund - Regular Plan - Growth Option

(Erstwhile Axis Income Saver -Growth Option)
Fund House: Axis Mutual Fund
Category: Hybrid: Conservative
Launch Date: 16-07-2010
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
TER: 2.15% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 100.0
Total Assets: 218.2 Cr As on 30-04-2026(Source:AMFI)
Turn over: - | Exit Load: If redeemed/switch out within 12 months from the date of allotment: - For 10% of investment : Nil FIFO basis For remaining investment : 1% w.e.f., 15/06/2015

29.9311

7.16%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. It also aims to manage risk thorough active asset allocation.

Current Asset Allocation (%)

Indicators

Standard Deviation 4.2
Sharpe Ratio 0.23
Alpha 0.51
Beta 0.17
Yield to Maturity 7.67
Average Maturity 11.61

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 16-07-2010 -0.17 4.57 5.87 5.54 6.46
Nippon India Conservative Hybrid Fund-Growth Plan 29-12-2003 5.81 7.3 7.85 7.73 5.68
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 4.48 6.58 8.98 8.88 8.76
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 3.77 6.86 9.32 8.36 9.25
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 3.45 6.85 8.2 7.94 8.37
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 2.91 6.7 9.94 - -
BANK OF INDIA Conservative Hybrid Fund-ECO Plan-Growth 18-03-2009 2.52 3.65 7.1 10.06 7.45
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 2.3 6.73 8.89 7.26 7.15
BANK OF INDIA Conservative Hybrid Fund-Regular Plan-Growth 18-03-2009 2.18 3.27 6.7 9.78 7.16
BARODA BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option 23-09-2004 2.13 5.09 7.45 6.31 7.05

Scheme Characteristics

Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

79.29%

Large Cap

20.0%

Mid Cap

0.71%

Feedback
Notification